See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,925 | $83,477-0.7% | $125,175-33.8% | $72,985+13.6% |
| Participation rate | 98.4% | 73.3%+25.0pp | 79.8%+18.6pp | 69.5%+28.9pp |
| Annual return | 19.31% | 25.78%-6.5pp | 43.79%-24.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $4,352 | $2,345+85.6% | $3,865+12.6% | $2,440+78.4% |
| Participant deferral / active EE | $4,565 | $3,585+27.3% | $4,937-7.5% | $3,607+26.5% |
| Admin fee / account holder | $4,629 | $5,517-16.1% | $9,702-52.3% | $5,124-9.7% |